Vidalytics makes it easy to bring your entire team into your account, whether you are just getting started or adding users down the road. You can invite teammates directly during the signup process, or add them later at any time from your Account Settings.
Availability and Restrictions:
- Adding multiple users requires a Premium or Enterprise plan
- Total users (including the account owner) cannot exceed your plan's seat limit
- Only valid and unique email addresses are accepted
- Duplicate email entries are not allowed
- Only account owners and admins can invite or manage users
Option 1 — Invite Your Team During Signup
When creating a new Vidalytics account, you can invite your teammates directly inside the onboarding flow — no need to visit settings afterward.
- Begin creating your Vidalytics account
- When you reach the Invite Your Team step during signup, enter the email addresses of your teammates
- For each user, select a permission preset (Visitor is selected by default)
- Add as many users as your plan's seat limit allows
- Click Send Invites to finalize the invitations
- Your teammates will receive an email to complete their registration and access the account
Note: If you skip this step during signup, you can always invite users later from Account Settings → User Management.
Option 2 — Add Users from Account Settings
- Log in to your account and locate Account Settings on the left-side menu
- Click the Team tab on the top menu
- Click "+ New User" to open the invite pop-up
- Enter the user's first name, last name, and email address
- Set the permissions you want to grant this user
- Click Save — this will trigger an invitation email to be sent to the user
Note: Once the user has been added they would receive an email with instructions to complete the set-up process. Make sure to use the correct email address and have them look our for this email on their spam or junk folders.
Managing Permissions
When adding a user, you can control exactly what they can access and do within your account. There are two ways to define this: Roles and Individual Permissions.
Roles
Roles are predefined permission presets that make it easy to assign the right level of access in one click. Available roles are:
- Admin — Full access to video management, analytics, user management, integrations, and global settings. No billing or financial access
- Billing Manager — Restricted to account plan and billing information. Can edit payment settings, manage invoices, and view usage and billing history. No access to videos, analytics, or users
- Video Manager — Full video management: upload, configure, embed, publish, and view analytics. No access to billing, user management, or account settings
- Viewer — View videos and stats only
- Analyst — Read-only access to analytics and video settings. Cannot upload, edit, or delete videos
Individual Permissions
If you need more granular control beyond the predefined roles, you can set permissions individually. Available permissions include:
- Create Conversions
- Add/Edit Payment Settings
- Child Account Managing
- Use Integrations
- Add IP Filters
- View Video Settings
- Add Domain Whitelisting
- Edit Video Settings
- Upload
- View Video Stats
- Delete Videos
Folder Access
If you want a user to only have access to specific folders within your account, click on Folder Access when setting up the user and select the folders you want them to see. This is especially useful for agencies or teams where different users should only work within their designated content areas.
Tip: Combining a Role with Folder Access restrictions is a great way to give teammates the right level of functionality while keeping them focused only on the content relevant to them.
Deleting a User
To remove a user from your account, click the Delete button to the right of their name in the Team tab and confirm your choice.
If you have questions, feedback, or need assistance, contact our Customer Happiness Team at hi@vidalytics.com. 😊